Add attachment(s) to estimate so they are sent together.
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Nathan Quinn
It would be great to be able to attach a file to send with the estimate. The specific use case in the instance that I am trying to achieve is to send over a schedule with the estimate so that they have a full outline of the program.
Recently helped a client (commercial cleaner) trying to win a annual cleaning contract (relatively basic) and they wanted to attach the checklist that the cleaners would complete after each time they worked. The checklist is a basic .pdf file which is essentially extracted from a spreadsheet. We were able to get a work around by uploading the file to the media storage then putting the link inside the terms and conditions but it would be great to actually attach a file so they received both the estimate and the details of what the estimate was for.
This could be applied to a number of niches and scenarios. Some things that come to mind: capability statements, insurance information, warranty information, gannt charts, etc.
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